Professional Client

An investment that provides a fixed rate of return, often over a specific set of time.

Tradeable assets that let Americans invest in overseas stocks using US laws and dollars.

Also called a dividend, this is the fixed annual interest paid to gilt holders. It’s usually paid in two equal, semi-annual instalments and expressed as a percentage of the nominal value of the gilt.

A set of standards which investors use to present their investment results.

The amount of money a company would be left with by subtracting its liabilities from the value of its assets.

Learn what Money Weighted Rate of Return or MWRR stands for in finance.

The highest, or lowest, price a share has traded at in a passing year.

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.

Learn what financial capital means